| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nabeed Zaman Eagle Strategies LLC | 16,377 | $1.42M | $2.21M | $796,674.64 | 56.17% |
M. Katherine Pieper Unionview LLC | 2,682 | $189,096.75 | $362,740.5 | $173,643.75 | 91.83% |
Amir Ali Monsefi Aire Advisors LLC | 1,952 | $181,204.16 | $277,144.96 | $95,940.8 | 52.95% |
Jason Whitby Stone Summit Wealth LLC | 3,698 | $280,335.6 | $500,154.5 | $219,818.9 | 78.41% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 3,229 | $367,725.9 | $436,722.25 | $68,996.35 | 18.76% |
David Mailloux WealthCare Investment Partners LLC | 2,435 | $233,464.25 | $345,964.8 | $112,500.55 | 48.19% |
Ryan Gough Perfromance Wealth Partners LLC | 2,124 | $233,852.4 | $301,820.42 | $67,968.02 | 29.06% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,982 | $230,464.21 | $268,065.5 | $37,601.29 | 16.32% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 10,951 | $1M | $1.56M | $554,438.88 | 55.36% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 1,678 | $202,568.16 | $226,949.5 | $24,381.34 | 12.04% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 33,506 | $2.65M | $4.53M | $1.88M | 70.73% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,291 | $555,601.31 | $850,857.75 | $295,256.44 | 53.14% |
Russell Kartub Insight Inv LLC | 1,113 | $93,124.71 | $150,533.25 | $57,408.54 | 61.65% |
Caroline Jankowski Operose Advisors LLC | 20,234 | $1.8M | $2.86M | $1.07M | 59.3% |
Tracy A. Zullo Zullo Investment Group Inc. | 2,791 | $168,686.54 | $377,482.75 | $208,796.21 | 123.78% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 1,720 | $236,551.6 | $244,412.02 | $7,860.42 | 3.32% |
Brian Ramsay Wealthspan Partners LLC | 43,353 | $3.64M | $6.14M | $2.5M | 68.61% |
Kathryn Brown Morton Brown Family Wealth LLC | 82 | $7,851.5 | $11,090.5 | $3,239 | 41.25% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 11,461 | $1.16M | $1.55M | $392,352.13 | 33.89% |
John Gorlow Cardiff Park Advisors LLC | 1,795 | $151,790.65 | $254,854.1 | $103,063.45 | 67.9% |